Caring for a loved one with special needs comes with unique challenges—especially when it comes to long-term financial security, medical care, and preserving eligibility for vital government benefits. Without the right plan in place, well-intentioned gifts or inheritances could unintentionally disqualify your loved one from receiving the support they need.
Join us for an informative webinar where our experienced attorneys will guide you through the essentials of special needs planning. We’ll cover:
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Special Needs Trusts – what they are, how they work, and when to use them
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Protecting Eligibility for Benefits such as SSI and Medicaid
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Guardianship & Conservatorship considerations
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Choosing the Right Trustees & Successors
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Coordinating with Your Overall Estate Plan
Whether you’re a parent, grandparent, sibling, or caregiver, you’ll gain the tools and knowledge to create a plan that safeguards your loved one’s future while giving you peace of mind.
Who Should Attend:
Anyone responsible for, or concerned about, the future care and financial well-being of a person with special needs.